Asset management:Portfolio Management & Advisory

1875 FINANCE operates either under the terms of a discretionary or advisory management mandate. After reviewing your needs we fully customize a strategy matching your profile, investment objectives and specific risk tolerance.

Discretionary mandate

If you choose a discretionary mandate, you entrust the management of your portfolio to our asset management team. You benefit not only from the experience and expertise of our professionals, but also from our highly performing tools. We actively manage your portfolio and adapt it to market dynamics in order to minimise the risk of losses in the event of increased volatility.

Advisory mandate

If you choose an advisory mandate, we act as a sparring partner by confronting your investment ideas as well as providing advice on asset allocation, single lines and investment vehicles.

For more information

Should you require any additional information, do not hesitate to contact our team of specialists.


Any questions?
We would be happy to provide you with more detailed information about 1875 FINANCE.

    Further links

    To find out more about our investment recommendations, visit the Research section.

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